1. CIMug Collaboration Randy Rhodes Utility Co-Chair November 13, 2009

2. CIMug Collaboration How We Support Collaboration – Relationship with UCAIug and other groups – Current Capabilities – Wins and Challenges How-To Demo – Manage My Account – Submit Requests – Find Information Future Enhancements Q&A

3. CIMug Relationship with UCAIug UCA International Users Group is a non-profit organization dedicated to promoting standards usage and development – UCAIug: www.ucaiug.orgwww.ucaiug.org Member groups have individual sites: – CIMug: www.cimug.orgwww.cimug.org – IEC TC57: www.iectc57.orgwww.iectc57.org – IEC 61850: www.iec61850ug.orgwww.iec61850ug.org – Open Smart Grid: www.opensmartgrid.orgwww.opensmartgrid.org (These are the simplest URLs – bookmark and share them.) A “federation” of sites – secure, scalable, and reliable

4. Capabilities Every CIM Users Group Member or Guest Can: – Be known through a User Profile.User Profile – Track What’s New on CIMug or other sites (UCA, Open Smart Grid, IEC TC 57, IEC 61850)CIMugUCAOpen Smart GridIEC TC 57IEC 61850 – Monitor or submit CIM model issues – Submit help desk requests and get answers. – Search by keyword across any or all of these sites – Contribute content (documents, discussions, blogs, wikis, etc.) – Track activity by RSS feeds or with alerts – Create subsites for projects, working groups, or member-specific activity All operations are permission-limited per your User Profile

5. Current Site Status Wins – Consistent user account management and security across all sites (including Open SmartGrid, 61850, etc.) – High scalability and reliability – Low maintenance costs Challenges – Communicating adequately with key stakeholders – Educating site owners and members, who have varied experience, desktop environments, and expectations

6. Site Functionality The following functionality is available to any group – URL Links List – RSS Feeds – Alerts (User and Administrator) – Issues Tracking – Contacts List – Wiki – Blog – Document Libraries – Discussion Lists (can be email-enabled) – Announcements – Group Calendar – What’s New List – Item Roll-ups – Surveys

7. CIM Site Activity – Prior 30 Days Size: 3.1 Gb Active Users: 1319 Bandwidth: 1.4 Gb/day 3,033 visits came from 634 cities in 68 countries across 17 subcontinents …a 43% increase over the fall Europe meeting report…

8. Interest areas Account Creation Step 1: create a Guest Account at www.cimug.orgwww.cimug.org – Username will be: Firstname.Lastname(# if repeat) – Membership status will be upgraded as payment is received – Interest areas will eventually be used for area-specific communication Login/Logout/Profile (in upper right corner of every page) is always context- sensitive Recommended: click “Remember Me” when you log in Password Retrieval User Login How to Manage My Account

9. How to Search Use quotes to search for phrases Designate search target (current site listed first, then parent site, then others) This result appears for all users This result will appear for Process WG members only Click to view online

10. The CIMug Help Desk Process Initiate Request Mark Engaged, Assign to Expert Review Request Post Response Reassign? Check FAQs Satisfied? Finish Expand Response Create FAQ Mark Resolved, Pos/Neu/Neg Start Member Service Rep Manager Service Rep/ Experts Knowledge Base Manager Monitor Requests Monitor Responses Create KB Articles Monitor FAQs Mark Closed Create FAQ?

11. Check Support FAQs for Answers Click to view online

12. How to Submit a Help Desk Request Click Here to Get Started Your Open Requests Listed Here

13. Creating a Service Request Attach a screen- shot if that would help the service rep Use a verb – “Fix, explain, supply, resolve… Be liberal with details – versions, browsers, etc. Enter the user name here (User.Name) Click to confirm - or search for a user name

14. Anatomy of a Service Request User’s Request Service Rep’s Response Click to view this example online

15. The “Experts”Are Volunteers Click to view online

16. Help Desk Status & Comments Wins – Processed over 200 requests in 18 months – Creating a useful reference Challenges – All volunteer, so response times will vary – Utility co-chair should focus on other things Options to Consider – Create dedicated team – Rotate assignments for time-consuming roles – Opportunity for student interns to learn about CIM – Hourly paid position may be necessary

17. Future Site Enhancements Integrated Email Discussion Groups – Planning to integrate COTS ASP.net forum product – Working on requirements and design Subversion for Configuration Management – Tentative design proposed – Detailing out requirements For current activity, view: http://www.ucaiug.org/org/CoLab/CoLabWiki/Home.aspx Task 1 and Task 5

18. Screen Mockup for Discussion Forums - Master List

19. Screen Mockup for Discussion Forums - List of Discussion Threads

20. Screen Mockup for Discussion Forums - Create Post

21. Forums Email Integration Use Cases (necessary for modification of COTS forum software) – Create Site Site owner will be able to create forums when creating a new site – Manage Site Security Modifications to manage forum security – Create Forum Site owner will create new forums – Create Thread Users can create new thread via email (interface to existing function) – Insert Reply Users can reply via email to existing thread (also interface to existing function).

22. Forum Administration & Security Delegated Administration Forums will be created at any site level and also be available through a master listing Security is inherited through the site it is created at. Forums are security trimmed! You only see what you are granted access to

23. Subversion – Custom Authentication

24. SharePoint Authentication Provider Integration with Subversion